DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,195,994 | +10.9% | 185,910 | +15.3% | 0.62% | +16.6% |
| Q2 2023 | $3,782,944 | +0.0% | 161,250 | -1.8% | 0.54% | -8.1% |
| Q1 2023 | $3,781,448 | +112947.8% | 164,267 | +7.8% | 0.58% | +5.0% |
| Q4 2022 | $3,345 | -99.9% | 152,371 | -6.0% | 0.56% | -12.2% |
| Q3 2022 | $3,255,000 | +9.6% | 162,012 | +26.4% | 0.63% | +14.7% |
| Q2 2022 | $2,969,000 | +26.0% | 128,207 | +42.8% | 0.55% | +16.2% |
| Q1 2022 | $2,356,000 | +122.7% | 89,795 | +132.1% | 0.47% | +116.4% |
| Q4 2021 | $1,058,000 | +151.9% | 38,685 | +151.0% | 0.22% | +135.5% |
| Q3 2021 | $420,000 | +31.7% | 15,410 | +43.2% | 0.09% | +22.4% |
| Q2 2021 | $319,000 | – | 10,759 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |